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Pinnacle Wealth Planning Services’s Oneok OKE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$259K Buy
2,860
+19
+0.7% +$1.56K 0.03% 387
2025
Q4 		$209K Buy
+2,841
New +$201K 0.02% 450
2025
Q2 		– Sell
-2,242
Closed -$222K – 474
2025
Q1 		$222K Buy
2,242
+65
+3% +$6.45K 0.03% 332
2024
Q4 		$219K Sell
2,177
-364
-14% -$37.2K 0.03% 338
2024
Q3 		$232K Sell
2,541
-6
-0.2% -$522 0.03% 405
2024
Q2 		$208K Hold
2,547
– – 0.03% 416
2024
Q1 		$204K Buy
+2,547
New +$186K 0.03% 427
2023
Q4 		– Sell
-3,956
Closed -$251K – 510
2023
Q3 		$251K Sell
3,956
-55,600
-93% -$3.63M 0.04% 295
2023
Q2 		$3.68M Hold
59,556
– – 0.59% 24
2023
Q1 		$3.78M Sell
59,556
-55,288
-48% -$3.67M 0.63% 20
2022
Q4 		$7.55M Sell
114,844
-28
-0% -$1.72K 1.34% 11
2022
Q3 		$5.89M Buy
114,872
+39,053
+52% +$2.32M 1.09% 16
2022
Q2 		$4.21M Buy
75,819
+18,956
+33% +$1.23M 0.76% 21
2022
Q1 		$4.02M Sell
56,863
-26,500
-32% -$1.7M 0.73% 24
2021
Q4 		$4.9M Buy
83,363
+17,500
+27% +$1.09M 0.96% 21
2021
Q3 		$3.82M Sell
65,863
-100,720
-60% -$5.41M 0.84% 20
2021
Q2 		$9.27M Buy
166,583
+28
+0% +$1.49K 2.16% 8
2021
Q1 		$8.44M Buy
166,555
+22,760
+16% +$1.03M 2.16% 10
2020
Q4 		$5.52M Sell
143,795
-33,159
-19% -$1.11M 1.32% 12
2020
Q3 		$4.6M Sell
176,954
-187,359
-51% -$5.22M 1.52% 13
2020
Q2 		$12.1M Buy
+364,313
New +$11.9M 3.93% 4

Other funds holding OKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Pinnacle Wealth Planning Services's OKE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Oneok (OKE) stake by 0.67% in Q1 2026, buying an estimated $1.56K and bringing the position to 2,860 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #387.

Pinnacle Wealth Planning Services first reported a position in OKE in Q2 2020 and has held it in 21 quarters since. The position peaked at $12.1M in Q2 2020. 1,681 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,860 shares of Oneok worth $259K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 19 Oneok shares in Q1 2026, an estimated $1.56K.
  • Oneok made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #387 holding.
  • Pinnacle Wealth Planning Services first reported a position in Oneok in Q2 2020 and has held it in 21 quarters since.
  • Pinnacle Wealth Planning Services's Oneok position peaked at $12.1M in Q2 2020.
  • 1,681 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.